Salesforce: Administration Essentials for New Admins in Lightning Experience (ADX-201)

Extensive and interactive, Administrative Essentials in Lightning Experience is the core training that ensures your success with Salesforce Lightning. It’s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.

Retail Price: $4,500.00

Next Date: 04/26/2021

Course Days: 5


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Skills Gained

  • Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
  • Learn how security settings created in Salesforce Classic are applied in Lightning.
  • Maintain and import clean data in Lightning.
  • Use Lightning features to create high-value reports and dashboards.
  • Understand how workflow automation complies with Lightning

Who Can Benefit

  • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.
  • Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.

Prerequisites

  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud
  • We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course.

Course Details

Getting Around the App

  • Data Model and Navigation
  • Lightning Experience
  • Help & Training

Getting Your Organization Ready for Users

  • Setting Up the Company Profile
  • Configuring the User Interface
  • Setting Up Activities and Calendars
  • Configuring Search Settings
  • Setting Up Chatter Groups
  • Mobile Access with Salesforce1

Setting Up and Managing Users

  • Managing User Profiles
  • Managing Users
  • Setting Up Chatter Free Users and Invites
  • Troubleshooting Login Issues

Security and Data Access

  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing Field-level Security

Object Customizations

  • Administering Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality

Managing Data

  • Import Wizards
  • Data Loader
  • Data.com
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin

Reports and Dashboards

  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, Exporting, and Emailing Reports
  • Building Dashboards

Automation

  • Email Templates
  • Workflow Rules
  • Process Builder
  • Lead Automation

Managing the Support Process

  • Managing and Resolving Cases
  • Customizing a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analyzing Support Data
Course Dates Course Times (EST) Delivery Mode GTR
4/26/2021 - 4/30/2021 9:30 AM - 6:00 PM Virtual gauranteed to run course date Enroll
5/3/2021 - 5/7/2021 8:30 AM - 5:00 PM Virtual gauranteed to run course date Enroll
5/17/2021 - 5/21/2021 9:30 AM - 6:00 PM Virtual gauranteed to run course date Enroll
6/7/2021 - 6/11/2021 8:30 AM - 5:00 PM Virtual gauranteed to run course date Enroll
6/21/2021 - 6/25/2021 9:30 AM - 6:00 PM Virtual gauranteed to run course date Enroll
7/12/2021 - 7/16/2021 9:30 AM - 6:00 PM Virtual gauranteed to run course date Enroll
7/26/2021 - 7/30/2021 8:30 AM - 5:00 PM Virtual gauranteed to run course date Enroll